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Hiring For Financial advisor

0.00 to 4.00 Years   Raipur, Nagpur   22 Jun, 2025
Job LocationRaipur, Nagpur
EducationNot Mentioned
SalaryRs 3.0 - 6 Lakh/Yr
IndustryIT Services & Consulting
Functional AreaOperations Management / Process AnalysisSector / Business Research
EmploymentTypeFull-time

Job Description

    Were searching for a qualified financial advisor to join us in providing a balanced combination of professional investment management and personalized financial planning. The ideal candidate shares our commitment to carefully guided decision-making for portfolio management, estate planning, tax minimization, risk management, budgeting, generational wealth education, charitable giving, socially responsible investing, asset purchases, and sales. As a member of our advisory team, the financial advisor will work with like-minded professionals and continually focus on sharpening the skills and knowledge that put us at the top of our industry.ResponsibilitiesUtilize the firms client-centered wealth management philosophy to guide advisory services for individual clients Meet with clients to form a financial plan, including expenses, income, insurance coverage, objectives, tax status, and risk toleranceAnalyze market performance, investments, and client data to develop strategies for meeting financial goalsCollaborate with other tax, legal, and insurance professionals to develop a clients entire financial roadmap and ensure progress in achieving goalsReview client accounts regularly to determine if adjustments are needed because of personal or financial changesInterpret data and prepare income projections, financial summaries, and investment performance reports, and update client portfolios accordinglyOther DetailsSalary-30,000/- to 50,000/-Required Experience-0 To 4Minimum Age-18Requirements:Qualification Required-Diploma,B.tech,M.tech,Bachelors degree in finance or related fieldWork Department-financial analystWork Industry-Pharmaceutical,Pharma,Manufacturing,Auto Componant,ITSkills-Knowledge of the securities, insurance, and mutual fund industriesfor more clarification contact to this number-hidden_mobileAlso Send Your CV hidden_emailRegardsHR Placement Team

Keyskills :
business developmentoperationsdata analysismanagement

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